People Tools : BI Publisher for PeopleSoft

1. BI Publisher Overview

BI Publisher implementation includes the following phases:

Set up BI Publisher.
Create and register data sources.
Create and upload report templates.
Define BI Publisher reports.
Run, locate, and view BI Publisher reports.

2. Setting up BI Publisher

Setting up BI Publisher
These topics provide an overview of BI Publisher Setup and discuss how to:
Define system properties.
Set up BI Publisher.
Assign BI permissions to users.

BI Publisher Properties
There are two types of properties used in BI Publisher:
System Properties:
System level properties are set in the xdo.cfg file. System level properties include:
Xslt-parser
Xslt-scalable
System-cache page-size
System-temp-dir.
Fonts
Non-system Properties:

Non-system or functional properties are set in PeopleSoft Pure Internet Architecture.

Set up BI Publisher
This section discusses how to:
Set up report categories.
Define global properties.
Work with template design helpers.

Assigning BIP Permissions to Users

BI Publisher menu access is permission-list driven and depends on permission list and role assignment.
People Tools delivers permission-list security and roles for BI Publisher report developers and BI
Publisher power users.

3. Creating and Registering Data Sources

These topics discuss how to:

Create data sources.
Register data sources.

Creating Data Sources:

Understanding Data Generation
Creating Schema and Sample Data
Registering Data Sources:
Understanding Data Source Registration
Registering Data Sources

4. Creating Report Templates

These topics provide an overview of report template types and discuss how to:
Use RTF templates.

 Use PDF templates.

Using RTF Templates:

This section discusses how to:
Create RTF templates.
Incorporate sub-templates.
Include images.
Change default template font.
Use drilling URL in RTF template.

Using PDF Templates:

This section discusses how to:
Work with PDF templates.
Create PDF templates.
Map data tags.

5. Defining Report Definitions

These topics discuss how to:
Create report definitions.
Assign report viewers at runtime.
Maintain sub-templates.
Maintain template translations.

6. Running, Locating, 1and Viewing BI Publisher Reports

You can view and schedule query-based reports with BI Publisher. You can run custom reports as well as
query-based reports batch through the Process Scheduler or online using PeopleCode APIs.
These topics discuss how to:
Run BI Publisher PeopleSoft Query reports.
Run reports in Process Scheduler.

 Run reports using PeopleCode.

Use Time zones in BI Publisher reports.
Locate and view BI Publisher reports.

7. Creating Reports that Include Rich Text Editor Data

Creating Reports that Include Rich Text Editor Data:

Understanding Rich Text Editor Data in BI Reporting:
Configuring RTE on Page for BI Reporting:
Creating a Template that Includes Rich Text Editor Data:
Using Query or Connected Query as a Data Source:
Using an XML File as a Data Source: